Schwab Charles (SCHW) Invested Capital (2010 - 2026)

Schwab Charles has reported Invested Capital for 17 years, with the latest figure at $86.8 billion in Q2 2026.

• On a quarterly basis, Invested Capital rose 11.01% year-over-year to $86.8 billion in Q2 2026; TTM through Jun 2026 was $86.8 billion, a 11.01% increase from a year earlier, with the FY2025 full-year figure at $80.4 billion, up 4.68% from the prior year.
• Invested Capital was $86.8 billion for Q2 2026 at Schwab Charles, up from $82.2 billion in the prior quarter.
• The five-year high for Invested Capital was $89.0 billion in Q1 2023, with the low at $58.9 billion in Q3 2022.
• Average Invested Capital over 5 years is $77.9 billion, with a median of $78.3 billion recorded in 2024.
• The sharpest annual moves came in 2022 and 2023: Invested Capital declined 29.03% in 2022, then jumped 31.08% in 2023.
• Over 5 years, Invested Capital stood at $79.2 billion in 2022, then decreased by 6.66% to $74.0 billion in 2023, then gained by 3.85% to $76.8 billion in 2024, then increased by 4.68% to $80.4 billion in 2025, then gained by 7.91% to $86.8 billion in 2026.
• The last three Invested Capital figures came in at $86.8 billion (Q2 2026), $82.2 billion (Q1 2026), and $80.4 billion (Q4 2025), per Business Quant data.